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Disclosery

Marcum Wealth, LLC: USMV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marcum Wealth, LLC on USMV, newest first. How the timeline and the estimate are built.

Marcum Wealth, LLC held 16,968 USMV shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 16,968 shares
    Change vs previous 13F -263 shares

    0.14% of the 13F portfolio, value $1,589,223.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 17,231 shares
    Change vs previous 13F +267 shares

    0.13% of the 13F portfolio, value $1,529,940.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 16,964 shares
    Change vs previous 13F -4,471 shares

    0.14% of the 13F portfolio, value $1,548,983.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 21,435 shares
    Change vs previous 13F -366 shares

    0.18% of the 13F portfolio, value $1,799,683.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 21,801 shares
    Change vs previous 13F -40 shares

    0.18% of the 13F portfolio, value $1,822,128.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 21,841 shares
    Change vs previous 13F -17 shares

    0.18% of the 13F portfolio, value $1,704,253.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 21,858 shares
    Change vs previous 13F +304 shares

    0.19% of the 13F portfolio, value $1,582,082.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 21,554 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,602,109.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).